Merge Portfolios into new Master

[andyg]

How do I merge two portfolios into a new master porfolio so that each of the two existing portfolios is now its own sub-portfolio? I want to continue to track the two portfolios (wife and I) separately but at the same time be able to generate reports on both. Thanks...

[Mark]

Hi andyg,

Do you mean you have two *.mm4 files now, and want to put them into a single *.mm4 file as sub-portfolios? If so, just use copy/paste. Open up the first *.mm4 file, select the sub-portfolio, and use "Edit / Copy". Open up the desired new *.mm4 file, and use "Edit / Paste". Repeat for the other one. This is demonstrated in this old tutorial:

https://www.fundmanagersoftware.com/tut ... video.html

[andyg]

Thank you, Mark. That was actually too easy.